Defining User Permissions for Data Model Roles

In the User management workspace of the CFO Solution Platform, you can define read and/or write permissions for data model roles when editing Consolidation & Financial Planning users.

All settings made in the user management of the CFO Solution Platform are automatically synchronized with the user management in Lucanet.Financial Client, provided that the platform administrator is also assigned the role of Master in Lucanet.Financial Client.

To define permissions for data model roles:

In the User management workspace, select the user whose permissions you want to define.

Select Consolidation & Financial Planning, then use the toggle button to enable Data model roles.

Select a user role. The Permissions link will be displayed at the top right:

User roles for Consolidation & Financial Planning

Click Permissions to open the dialog for assigning the permissions:

(Optional) Activate the Grant user full read and write permissions option, if you want to grant the user full read and write permissions. Note that only Editor user roles can be granted full read and write permissions.

Define specific permissions in the My set permissions column:

Activate the

Read

check box for the areas where the user is to receive read permission.

Activate the

Write

check box for the areas where the user is to receive write permission.

For more information on the available categories and permissions, see

Categories and Permissions

Notes on User Permissions:

All subordinate and dependent permissions are activated automatically.

If a

Write

permission is activated, the

Read

permission will be automatically activated and locked for editing.

Users with

Editor

role can be assigned both

Read

and

Write

permissions. Users with

Observer

and

Group report data collector

can only be assiged

Read

permissions.

If you set a permission for a section on the

Workspaces

tab that also exists on the

Data Access

tab, the permission will be automatically set for that section too, and vice versa.

Permissions are assigned within categories. The relationship between category and permission is as follows:

Category	Permission
Workspaces	Defines which workspaces and elements are visible to the user and which elements in a workspace the user is permitted to create, change, or delete.
Data access	Defines which values are displayed and which values the user can enter, change, or delete.
Other permissions	Defines which administrative activities the user can perform and what additional information they can access.